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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

NWN holding history

Northwest Natural Holding Co in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NWN overviewAll 13F holders of NWNFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of NWN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4−100.0%Sold outHolders
Q1 20264$213<0.1%00.0%UnchangedHolders
Q4 20254$187<0.1%+4NewHolders
Q3 20250$00.0%−17−100.0%Sold outHolders
Q2 202517$676<0.1%−6−26.1%ReducedHolders
Q1 202523$983<0.1%+23NewHolders
Q4 20240$00.0%−94−100.0%Sold outHolders
Q3 202494$3.84K<0.1%+94NewHolders